Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
I focus on offering a comprehensive approach to managing wealth. It begins with understanding your goals, family priorities, discussing your time horizon and risk tolerance. Together, we create a disciplined approach and written roadmap to get there. Our mission is to empower women, professionals and small business owners to growth your wealth and pursue life goals through a thoughtful and strategic plan.
Our investment style emphasizes socially responsible investing and environmental, social, governance (ESG) themes. With sustainable & impact investing, you can invest in causes and issues most important to you while staying on track to pursue your financial goals.
Continuing the Merrill tradition, I support these community organizations:
Lake Forest / Lake Bluff Chamber of Commerce, Vice President
Women & Impact Investing
American Solar Energy Society
Women in Solar
Midwest Renewable Energy Association
Native American Chamber of Commerce of Illinois
Midwest Soarring Foundation - Native American
North Shore Daughters of the American Revolution
Midwest Writers Association
Indie Mystery Writers
Project RELO Military Veterans
Billy Caldwell (1780-1841) Chicago and the Great Lakes Trail (Fonthill Media)
Downtown Lake Forest (Arcadia Publishing)
West Lake Forest (Arcadia Publishing)
Legendary Locals of Lake Forest (Arcadia Publishing)
Lake Forest 150th Sesquicentennial (Performance Media, LLC)
*Impact investing and/or Environmental, Social and Governance (ESG) managers may take into consideration factors beyond traditional financial information to select securities, which could result in relative investment performance deviating from other strategies or broad market benchmarks, depending on whether such sectors or investments are in or out of favor in the market. Further, ESG strategies may rely on certain values based criteria to eliminate exposures found in similar strategies or broad market benchmarks, which could also result in relative investment performance deviating.
Our team is involved with local communities, assisting charitable organizations such as Project RELO. For more information about how we can help you pursue your goals and dreams, contact us at your convenience.
The University of Iowa
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We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will help you sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, we will help you build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.